Insights
Our experts bring you their latest insights about the capital markets.
Market Commentary | 03.09.2024
Stumbling blocks in Europe and a change of focus in the US. Even though the starting situations in Europe and the US are different, the solution is similar. Will we see further interest rate cuts in September?
Press coverage | 31.08.2024
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News | 05.08.2024
The markets are on the move, and everyone is waiting to see what will happen. We would like to inform you about the factors that have led to this and how they influence the positioning of the Ethna Funds.
Market Commentary | 01.08.2024
The U.S. economy is slowing down. This provides scope for rate cuts. Cuts have already been made in Europe, and seem to have hit the mark. The mechanism of interest rate cuts is turning the wheels on the long-awaited economic recovery. But be warned: the destination may be in sight but turbulence could make for a bumpy landing.
Market Commentary | 04.07.2024
Interest-rate cuts have begun despite divergent data. Whether or not the stimulus is enough to reinvigorate the European economy on a lasting basis is uncertain. In the U.S., leading indicators are contributing to a mixed picture, and China is injecting further stimulus, particularly in the real estate sector.
News | 28.06.2024
Environmental and social sustainability aspects have become essential in the financial markets and in asset management: environmental, social and governance aspects constitute the three pillars of sustainability known as ESG.
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